Caterpillar Inc
CAT- Exchange
- NYSE
- Industry
- Construction Machinery & Equip
- SEC CIK
- 0000018230
In the last 90 days, Caterpillar Inc insiders filed 0 open-market purchases and 1 sale; 4,070 institutions reported holding it in 13F filings for Q2 2026, worth $351.1B in total; 5 superinvestors hold it, including Gates Foundation Trust and Markel Group.
13F holders, Q1 2025
Institutional positions in Caterpillar Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,902
- −53 vs. Q4 2024
- Shares held
- 330.7M
- −6.86M (−2.0%) vs. Q4 2024
- Total value
- $109.0B
- −$13.4B (−11.0%) vs. Q4 2024
- New holders
- 151
- 1,180 more added
- Sold out
- 204
- 1,120 more reduced
54 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 5,388 | $1.78M | 0.03% | −861−13.8% | Reduced |
| Symphony Financial, Ltd. Co. | 6,217 | $1.79M | 1.06% | −649−9.5% | Reduced |
| SCS Capital Management LLC | 5,445 | $1.80M | 0.02% | +5,445 | New |
| Ti-Trust, Inc | 5,456 | $1.80M | 1.19% | −3,080−36.1% | Reduced |
| Advisors Management Group Inc | 5,462 | $1.80M | 0.39% | −71−1.3% | Reduced |
| Global Trust Asset Management, LLC | 5,463 | $1.80M | 1.10% | −3,627−39.9% | Reduced |
| Nations Financial Group Inc, | 5,464 | $1.80M | 0.14% | +98+1.8% | Added |
| Clarius Group, LLC | 5,485 | $1.81M | 0.11% | +707+14.8% | Added |
| Twinbeech Capital LP | 5,489 | $1.81M | 0.03% | +5,489 | New |
| Ingalls & Snyder LLC | 5,495 | $1.81M | 0.06% | +150+2.8% | Added |
| Jefferies Financial Group Inc. | 5,499 | $1.81M | 0.03% | −19,129−77.7% | Reduced |
| Trust Point Inc. | 5,502 | $1.81M | 0.17% | −531−8.8% | Reduced |
| Littlejohn Financial Services, Inc. | 5,513 | $1.82M | 1.44% | +5,513 | New |
| Accurate Wealth Management, LLC | 6,211 | $1.82M | 0.35% | +733+13.4% | Added |
| Clark Capital Management Group, Inc. | 5,539 | $1.83M | 0.01% | −730−11.6% | Reduced |
| Cooper Financial Group | 5,569 | $1.84M | 0.24% | −47−0.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,574 | $1.84M | 0.26% | −166−2.9% | Reduced |
| Aaron Wealth Advisors | 5,590 | $1.84M | 0.21% | −506−8.3% | Reduced |
| Confluence Wealth Services, Inc. | 6,242 | $1.85M | 0.12% | +2,359+60.8% | Added |
| Huntleigh Advisors, Inc. | 5,600 | $1.85M | 0.31% | +66+1.2% | Added |
| Beaton Management Co. Inc. | 5,603 | $1.85M | 0.96% | −50−0.9% | Reduced |
| Bridges Investment Management Inc | 5,615 | $1.85M | 0.03% | −155−2.7% | Reduced |
| Alaethes Wealth LLC | 5,638 | $1.86M | 0.68% | +136+2.5% | Added |
| Hager Investment Management Services, LLC | 5,644 | $1.86M | 1.30% | −143−2.5% | Reduced |
| Hilltop Holdings Inc. | 5,651 | $1.86M | 0.12% | +1,687+42.6% | Added |
| Convergence Investment Partners, LLC | 5,677 | $1.87M | 0.52% | −151−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,699 | $1.88M | 0.00% | +5,699 | New |
| Investment House LLC | 5,708 | $1.88M | 0.11% | −25−0.4% | Reduced |
| Intellectus Partners, LLC | 5,712 | $1.88M | 0.46% | −98−1.7% | Reduced |
| Haverford Trust Co | 5,727 | $1.89M | 0.02% | −445−7.2% | Reduced |
| Watershed Private Wealth LLC | 5,756 | $1.90M | 0.76% | −69−1.2% | Reduced |
| Victrix Investment Advisors | 5,797 | $1.90M | 1.00% | +36+0.6% | Added |
| Bahl & Gaynor Inc | 5,778 | $1.91M | 0.01% | −102−1.7% | Reduced |
| Ethos Financial Group, LLC | 5,526 | $1.91M | 0.18% | +4,263+337.5% | Added |
| Dana Investment Advisors, Inc. | 5,800 | $1.91M | 0.07% | −32,483−84.8% | Reduced |
| LGT Group Foundation | 5,810 | $1.92M | 0.03% | +160+2.8% | Added |
| JFS Wealth Advisors, LLC | 5,831 | $1.92M | 0.13% | +2,585+79.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 5,846 | $1.93M | 0.88% | −889−13.2% | Reduced |
| Westwood Holdings Group Inc. | 5,847 | $1.93M | 0.01% | −56−0.9% | Reduced |
| Crawford Investment Counsel Inc | 5,850 | $1.93M | 0.03% | +1,806+44.7% | Added |
| First National Bank Sioux Falls | 5,851 | $1.93M | 0.78% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 5,862 | $1.93M | 0.97% | +65+1.1% | Added |
| Wealth Architects, LLC | 5,888 | $1.94M | 0.21% | +1,749+42.3% | Added |
| Perkins Coie Trust Co | 5,894 | $1.94M | 0.44% | −259−4.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,925 | $1.95M | 0.03% | −167−2.7% | Reduced |
| Ocean Capital Management, LLC | 5,931 | $1.96M | 0.46% | +10+0.2% | Added |
| Kentucky Trust Co | 5,963 | $1.97M | 1.17% | −90−1.5% | Reduced |
| Cozad Asset Management Inc | 5,974 | $1.97M | 0.20% | −1,690−22.1% | Reduced |
| Bragg Financial Advisors, Inc | 5,987 | $1.97M | 0.08% | −135−2.2% | Reduced |
| Crown Oak Advisors, LLC | 6,000 | $1.98M | 1.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,001 | $1.98M | 0.03% | −326−5.2% | Reduced |
| Strategic Advisors LLC | 6,011 | $1.98M | 0.38% | +287+5.0% | Added |
| Drive Wealth Management, LLC | 6,020 | $1.99M | 0.47% | +3,168+111.1% | Added |
| Essex Savings Bank | 6,029 | $1.99M | 0.49% | −100−1.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,031 | $1.99M | 1.48% | −125−2.0% | Reduced |
| Biltmore Family Office, LLC | 6,040 | $1.99M | 0.34% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,069 | $2.00M | 0.21% | +10.0% | Added |
| Cordatus Wealth Management LLC | 6,072 | $2.00M | 0.55% | +4,837+391.7% | Added |
| Solidarilty Wealth, LLC | 6,074 | $2.00M | 0.49% | +6,074 | New |
| River Wealth Advisors LLC | 6,087 | $2.01M | 0.28% | −166−2.7% | Reduced |
| Osborne Partners Capital Management, LLC | 6,093 | $2.01M | 0.12% | +53+0.9% | Added |
| WealthPlan Investment Management, LLC | 6,100 | $2.01M | 0.20% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,106 | $2.01M | 0.27% | +125+2.1% | Added |
| Oak Asset Management, LLC | 6,120 | $2.02M | 0.74% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 6,120 | $2.02M | 1.36% | +5+0.1% | Added |
| PFG Investments, LLC | 6,122 | $2.02M | 0.13% | +243+4.1% | Added |
| Virtu Financial LLC | 6,121 | $2.02M | 0.11% | −8,070−56.9% | Reduced |
| NewEdge Wealth, LLC | 6,128 | $2.02M | 0.04% | −284−4.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,130 | $2.02M | 0.19% | +480+8.5% | Added |
| FLC Capital Advisors | 6,136 | $2.02M | 0.45% | −131−2.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,139 | $2.02M | 0.95% | −387−5.9% | Reduced |
| Massachusetts Wealth Management | 6,147 | $2.03M | 1.39% | −310−4.8% | Reduced |
| Keudell/Morrison Wealth Management | 6,152 | $2.03M | 0.48% | +179+3.0% | Added |
| Vantage Point Financial LLC | 6,164 | $2.03M | 1.02% | +92+1.5% | Added |
| Weaver Capital Management LLC | 6,201 | $2.05M | 0.54% | −2,630−29.8% | Reduced |
| D L Carlson Investment Group Inc | 6,205 | $2.05M | 0.39% | −792−11.3% | Reduced |
| Eads & Heald Wealth Management | 6,208 | $2.05M | 1.04% | −234−3.6% | Reduced |
| Weatherly Asset Management L. P. | 6,207 | $2.05M | 0.18% | −5−0.1% | Reduced |
| E Fund Management Co., Ltd. | 6,210 | $2.05M | 0.10% | +950+18.1% | Added |
| Resources Management Corp | 6,230 | $2.06M | 0.29% | −95−1.5% | Reduced |
| Greater Midwest Financial Group, LLC | 6,262 | $2.07M | 1.44% | +327+5.5% | Added |
| Parkside Financial Bank & Trust | 6,267 | $2.07M | 0.26% | +295+4.9% | Added |
| CNB Bank | 6,271 | $2.07M | 1.05% | +350+5.9% | Added |
| Checchi Capital Advisers, LLC | 6,277 | $2.07M | 0.15% | +115+1.9% | Added |
| Ellis Investment Partners, LLC | 6,304 | $2.08M | 0.43% | −756−10.7% | Reduced |
| Good Life Advisors, LLC | 6,305 | $2.08M | 0.15% | +26+0.4% | Added |
| Fort Point Capital Partners LLC | 6,311 | $2.08M | 0.23% | −242−3.7% | Reduced |
| Advisors Preferred, LLC | 6,300 | $2.08M | 0.28% | +6,300 | New |
| Ignite Planners, LLC | 6,661 | $2.09M | 0.41% | +538+8.8% | Added |
| 44 Wealth Management LLC | 6,357 | $2.10M | 0.79% | −151−2.3% | Reduced |
| Wedmont Private Capital | 7,148 | $2.10M | 0.11% | −183−2.5% | Reduced |
| TKG Advisors, LLC | 6,382 | $2.10M | 1.04% | +400+6.7% | Added |
| International Assets Investment Management, LLC | 6,385 | $2.11M | 0.18% | +944+17.3% | Added |
| Gen-Wealth Partners Inc | 6,400 | $2.11M | 0.88% | +311+5.1% | Added |
| Avantax Planning Partners, Inc. | 6,406 | $2.11M | 0.07% | +139+2.2% | Added |
| Compton Wealth Advisory Group, LLC | 6,440 | $2.12M | 0.59% | −886−12.1% | Reduced |
| Insight Wealth Strategies, LLC | 6,441 | $2.12M | 0.29% | +29+0.5% | Added |
| Harbour Investments, Inc. | 6,442 | $2.12M | 0.06% | −117−1.8% | Reduced |
| Portman Square Capital LLP | 6,464 | $2.13M | 0.29% | +6,464 | New |
| Shepherd Financial Partners LLC | 6,473 | $2.13M | 0.25% | +579+9.8% | Added |